+19.3%
MA vs HTZ
-72.5%
+91.8%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -20.8% | +18.3% | -2.4% |
| 7D | +3.2% | -7.7% | +10.9% | +3.3% |
| 30D | +15.9% | -13.1% | +29.1% | +16.1% |
| 3M | +15.2% | +14.7% | +0.4% | +15.5% |
| 6M | +32.4% | -70.6% | +103.0% | +32.2% |
| YTD | +15.6% | -65.2% | +80.8% | +14.0% |
| 1Y | +19.3% | -73.2% | +92.5% | +22.5% |
| All | +19.3% | -72.5% | +91.8% | +22.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded HTZ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling